Financial Advisors
Knoxville, TN
Marsh Wealth Management is a fiduciary wealth management firm in Knoxville, TN, founded by CPAs Mike Marsh and Yvonne Marsh (who is also a CFP professional). They specialize in personalized investment management, comprehensive financial planning, tax-smart strategies, and healthcare solutions for individuals nearing or in retirement. As fiduciaries, they prioritize clients' best interests over their own profits, offering tax optimization guidance, retirement planning, legacy preservation, and high-net-worth wealth strategies tailored to each client's unique goals and risk tolerance.
Ideal for: Pre-retirees and retirees within 5 years of retirement, high-net-worth individuals seeking tax-smart strategies, 401(k) millionaires, clients wanting Medicare and healthcare planning guidance
Service area: Knoxville, Tennessee and surrounding areas
Fiduciary Standard: As fiduciaries required to put clients' interests first, Marsh avoids conflicts of interest from revenue sharing and ensures transparent, unbiased investment recommendations.
CPA-Led Tax Expertise: Founders Mike and Yvonne Marsh are CPAs who provide strategic tax guidance on timing and optimization, especially critical in the preservation and distribution stages of wealth planning.
CFP Certified: Yvonne Marsh holds CFP certification, demonstrating rigorous qualifications and commitment to ethical financial planning standards.
Address: 504 Ebenezer Rd, Knoxville, TN 37923
Phone: (865) 622-2162
Website: marshwealth.com
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